Purchases and Sales Made in Q1 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
31+ 2.31% |
$4.23K - $4.77K
|
1.37K
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
31+ 0.32% |
$4.23K - $4.77K
|
9.77K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
31+ 3.23% |
$4.23K - $4.77K
|
991
$168K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
31+ 0.65% |
$4.23K - $4.77K
|
4.77K
$808K
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
31+ 2.12% |
$4.23K - $4.77K
|
1.49K
$252K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
30+ 1.97% |
$4.1K - $4.62K
|
1.55K
$263K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
30+ 1.72% |
$4.1K - $4.62K
|
1.77K
$300K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
30+ 0.59% |
$4.1K - $4.62K
|
5.14K
$872K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
30+ 0.51% |
$4.1K - $4.62K
|
5.87K
$994K
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
30+ 0.08% |
$4.1K - $4.62K
|
37.2K
$6.3M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
30+ 0.53% |
$4.1K - $4.62K
|
5.66K
$959K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
30+ 0.85% |
$4.1K - $4.62K
|
3.55K
$601K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
30+ 0.31% |
$4.1K - $4.62K
|
9.59K
$1.62M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
30+ 0.65% |
$4.1K - $4.62K
|
4.62K
$782K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
28+ 0.34% |
$3.82K - $4.31K
|
8.31K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 0.65% |
$3.82K - $4.31K
|
4.31K
$730K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
28+ 0.31% |
$3.82K - $4.31K
|
9.11K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
28+ 0.22% |
$3.82K - $4.31K
|
12.7K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
28+ 0.03% |
$3.82K - $4.31K
|
91K
$15.4M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
28+ 700.0% |
$3.82K - $4.31K
|
32
$5.42K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
27+ 1.52% |
$3.69K - $4.16K
|
1.81K
$306K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
BUY
|
- |
27+ 0.15% |
$3.69K - $4.16K
|
18.5K
$3.14M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
27+ 0.3% |
$3.69K - $4.16K
|
8.97K
$1.52M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.58% |
$3.55K - $4K
|
1.68K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
26+ 1.46% |
$3.55K - $4K
|
1.8K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
26+ 0.31% |
$3.55K - $4K
|
8.29K
$1.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
25+ 1.2% |
$3.41K - $3.85K
|
2.11K
$357K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24+ 0.43% |
$3.28K - $3.69K
|
5.6K
$949K
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
24+ 0.42% |
$3.28K - $3.69K
|
5.73K
$970K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
24+ 0.79% |
$3.28K - $3.69K
|
3.05K
$516K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
24+ 0.54% |
$3.28K - $3.69K
|
4.5K
$762K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
23+ 0.65% |
$3.14K - $3.54K
|
3.57K
$605K
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
23+ 1.19% |
$3.14K - $3.54K
|
1.95K
$330K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
23+ 0.52% |
$3.14K - $3.54K
|
4.48K
$759K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23+ 0.14% |
$3.14K - $3.54K
|
17K
$2.87M
|
|
|
May 10, 2023
Q1 2023
|
Dempze Nancy E
|
BUY
|
- |
23+ 0.09% |
$3.14K - $3.54K
|
25.9K
$4.39M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
22+ 2.0% |
$3K - $3.39K
|
1.12K
$190K
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
22+ 1.07% |
$3K - $3.39K
|
2.08K
$352K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
22+ 0.32% |
$3K - $3.39K
|
6.87K
$1.16M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
21+ 0.1% |
$2.87K - $3.23K
|
20.3K
$3.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
20+ 0.24% |
$2.73K - $3.08K
|
8.42K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
20+ 1.2% |
$2.73K - $3.08K
|
1.69K
$287K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20+ 166.67% |
$2.73K - $3.08K
|
32
$5.42K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.15% |
$2.59K - $2.92K
|
12.9K
$2.18M
|
|
|
Apr 21, 2023
Q1 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
19+ 0.54% |
$2.59K - $2.92K
|
3.52K
$597K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
19+ 13.97% |
$2.59K - $2.92K
|
155
$26.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19+ 0.41% |
$2.59K - $2.92K
|
4.7K
$796K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
19+ 0.07% |
$2.59K - $2.92K
|
26.3K
$4.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18+ 0.64% |
$2.46K - $2.77K
|
2.82K
$478K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.53% |
$2.46K - $2.77K
|
3.44K
$583K
|